See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $13,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,709 | $73,638-69.2% | $95,952-76.3% | $73,488-69.1% |
| Participation rate | 48.3% | 76.2%-27.9pp | 77.1%-28.8pp | 70.7%-22.4pp |
| Annual return | 18.11% | 16.78%+1.3pp | 91.61%-73.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $328 | $1,863-82.4% | $2,541-87.1% | $2,270-85.5% |
| Participant deferral / active EE | $2,369 | $3,617-34.5% | $4,167-43.1% | $3,740-36.7% |
| Admin fee / account holder | $98 | $482-79.7% | $6,795-98.6% | $513-80.9% |